Item @ Customer Groups

Easily connect your Finished Goods items to Customer Groups with Claret App. Manage sales forecasting and record sales at the customer level for better decision-making power.

The Item @ Customer Group master data is one of the core foundations for the various modules within Claret that is related to showing any type of sales data. This allows you to represent the lowest-level Item being sold at the lowest-level Customer Group. For instance, say we sell the ZAM Napa Valley Cabernet Sauvignon 12 x 750ml item at the SRV Beer & Wine, Inc. customer group. We need to put these two pieces of master data together in Claret before we can forecast them or show their history or bring in their open sales orders. In this guide, we will walk through just how to do that and much more.

Item@Customer Group

The Item@CustomerGroup is a connection between what you sell and who you sell it to so you can forecast and record sales at the customer level.

Once your Finished Goods items and Customer Groups are set up this is fairly straightforward to do.

If you sell (or might sell) all your items to all your customer groups, you can connect them all in one step.

Navigate to the Item@Customer Groups page

1. Go to the navigation sidebar.

2. Click on "Settings" menu item.

3. Click on "Master Data" menu item.

4. Click on "Item @ Customer Groups".

Add an Item @ Customer Group

1. Select the finished good item hierarchy and customer group hierarchy that you wish to connect.

2. Go to the "Options" button (the ellipses) in the top-right of the page and click on it.

3. Click on "Add".

1. If you have items at the vintage level (the 'Lowest Sub-Level') you will need to select which level of item you wish to connect to customer groups (as both are possible). If you do not having anything below the 'Lowest Level' you can simply select the level and select 'Next'.

Select which level you wish to connect

1. Select all the items and customer groups you wish to connect. To do this, you can select the cards at any level of your hierarchy and this will automatically select all items / customer groups beneath.

For example, im the below we are connecting all Items within the Commercial brand group with all customer groups in the 'East Division'. This will create an item@customergroup record for every combination of these.

1. Select 'Add'.

Deleting Item @ Customer Groups

Because the Item @ Customer Groups is a foundational piece of data, if you delete them, any sales data related to them will also be removed. Remember that the sales data exists in Claret because of Item @ Customer Groups.

1. Click on the checkbox for each row that you want to delete.

2. Go to the "Options" button in the top-right of the page and click on it. Click on "Delete selected".